They're doing a great job cutting costs. I'm just concerned about where market conditions are going the next 12 months.

190

Lockheed now has an additional $1.7 billion of cash to deploy, and its use of it should be a key to the performance of the stock. We view the repurchase of stock as the best use of cash given its low valuation.

166

I think profit-taking may be part of the issue here.

154

Over the longer term, the commercial contracts are going to be more lucrative and larger, but over the short term there is some softness in the market.

138

Clearly homeland security has become more of an issue since Sept. 11. Both these companies have technologies that could expose them to rapidly growing, potentially large markets over the next couple of years.

107

It's not a significant impact on numbers. It wasn't in Boeing's plan, ... The bottom line is there's a glut of aircraft worldwide, even if traffic recovers domestically to pre Sept. 11 levels, it's going to take significant numbers for a recovery.

84

Overall, this was a strong quarter nearly across the board. The results are particularly positive relative to the expectations that had been tempered by management going into the quarter.

83